There are multiple ways to add contacts to a sequence:
From inside the sequence
From My contacts
From a CRM
Using the Salesgear Chrome Extension
đ If the sequence has email steps, it needs at least one sending inbox before contacts can be added. If you see an upgrade prompt, your plan doesn't include adding contacts to sequences.
đ This article explains how to add contacts within a sequence.
Go to Sequences.
Select the sequence where you want to add contacts.
Click the Add Contacts button in the top-right corner.
Choose an option from the dropdown menu:
Single: enter one contact's details.
Import from CSV: upload a CSV file, check that the headers are correctly mapped to contact fields, then click Upload Contacts.
Import from Contacts: pick people already saved in My contacts.
Find new contacts: opens List Builder so you can search for new people.
Optionally, you can:
Choose a list under Add to List.
Add tags under Add Tags.
Click Add Contacts.
đ Note: Make sure your contact file is a valid CSV and the email column is mapped to avoid upload errors.